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| 06.12.25 00:00:53 |
The Future of Finance? Google Is Bringing Betting Odds Directly To Your Screen, Sparking Calls For 'Addiction Warnings' |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Google announced earlier this month that it will integrate odds from online betting platforms Kalshi Inc. and Polymarket into its Google Finance tools amid pushback from lawmakers over the evolution of modern-day gambling.
Integrating "Event Contracts" Into Financial Platforms
The integration of these “event contract” sites will enable users to “ask questions about future market events and harness the wisdom of the crowds," according to a company blog post. The decision, however, comes as both Kalshi and Polymarket navigate a complex web of state and federal regulations.
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Regulatory Debate Over Event Contracts
Kalshi and Polymarket maintain their platforms offer “event contracts” between private parties that should be regulated like commodities rather than traditional gambling subject to state oversight; an argument that has received pushback from government officials, NBC Chicago said. Companies like Kalshi and Polymarket should “package sports betting as events contracts” to circumvent established gaming regulations, state attorneys general claimed in a lawsuit in June.
U.S. senators including five Democrats and one Republican addressed that concern in a letter to Commodity Futures Trading Commission Acting Chair Caroline Pham September “By claiming to be federally regulated … issuers of sports event contracts can avoid myriad state [gaming] laws, including licensing and background investigations, minimum age requirements, federal anti-money laundering rules, and consumer protections such as addiction warnings and integrity monitoring,” the lawmakers wrote.
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Voters Favor Federal Oversight
Nearly 80% of American voters support keeping prediction market regulation at the federal level rather than under state gambling authorities, according to a poll of 1,219 people nationwide commissioned by Kalshi and conducted by Axis Research. Eighty-nine percent of respondents agreed all Americans should have the freedom and ability to choose whether or not to engage in these markets regardless of their own participation.
Among those surveyed, 75% of Republicans and 71% of Democrats supported a federal regulatory approach to prediction markets. "American voters want the freedom to choose how to invest their own money without state-level interference," Kalshi Head of Corporate Development Sara Slane said in a LinkedIn post. "The current federal regulatory structure is best equipped to oversee this financial activity, a point underscored by Congress."
Story Continues
Prediction markets currently fall under the jurisdiction of the Commodities Futures Trading Commission, which oversees event-based contracts that allow participants to trade on the likelihood of future outcomes.
See Also: Missed Tesla? EnergyX Is Tackling the Next $200 Billion Opportunity — Lithium
Controversies Over Outcome Determinations
Polymarket and Kalshi have faced criticism over controversies regarding event outcome determinations. For instance, Polymarket’s bet on whether Ukraine’s President Zelenskyy would appear in public wearing a suit before July sparked disputes about what qualifies as “a suit,” Event Horizon reported.
Meanwhile, Kalshi users expressed frustration after the company refused to pay out bets when former X CEO Linda Yaccarino announced she was leaving the company, reported Event Horizon.
Trump Administration's Role in Shaping the Industry
The Trump administration has become a key player in Kalshi and Polymarket’s market dynamics. Donald Trump Jr., the president's eldest son, serves as a formal adviser to both companies. The CFTC in May dropped a case against Kalshi initiated by Biden-era regulators, clearing the way for Polymarket to regain U.S. market access as indicated by the CFTC in September. In October, Trump's social media platform Truth Social announced plans to launch Truth Predict, a crypto-based event betting service.
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This article The Future of Finance? Google Is Bringing Betting Odds Directly To Your Screen, Sparking Calls For 'Addiction Warnings' originally appeared on Benzinga.com
© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
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| 05.12.25 23:15:23 |
Stocks Finish Higher as Price Pressures Ease |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | The S&P 500 Index ($SPX) (SPY) on Friday closed up by +0.19%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up by +0.22%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up by +0.43%. December E-mini S&P futures (ESZ25) rose +0.19%, and December E-mini Nasdaq futures (NQZ25) rose up +0.43%.
Stock indexes settled higher on Friday, with the S&P 500 climbing to a 5-week high, the Nasdaq 100 reaching a 1-month high, and the Dow Jones Industrial Average hitting a 3-week high. Optimism about the economic outlook and the prospects of Fed rate cuts are supporting stock prices. Market seasonals are also supportive of stocks, as December is typically a bullish month. Strength in semiconductor stocks on Friday was another supportive factor for the broader market. Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stocks also rose on Friday on benign inflation news after the Sep core PCE price index rose as expected, and the University of Michigan's US December inflation expectations eased to an 11-month low. In addition, the University of Michigan US Dec consumer sentiment index rose more than expected. Gains in stocks were limited amid rising bond yields, with the 10-year T-note hitting a 2-week high of 4.14% on Friday.
US Sep personal spending rose +0.3% m/m, right on expectations. Sep personal income rose +0.4% m/m, stronger than expectations of +0.3% m/m.
The US Sep core PCE price index, the Fed's preferred inflation gauge, rose +0.3% m/m and +2.8% y/y, right on expectations.
The University of Michigan US Dec consumer sentiment index rose by +2.3 to 53.3, stronger than expectations of 52.0.
The University of Michigan US Dec 1-year inflation expectations eased to 4.1%, better than expectations of no change at 4.5% and the smallest pace of increase in 11 months. Dec 5-10 year inflation expectations eased to +3.2%, better than expectations of no change at 3.4% and the smallest pace of increase in 11 months.
President Trump said on Tuesday that he will announce his selection for the new Fed Chair in early 2026. Bloomberg reported last week that National Economic Council Director Kevin Hassett is seen as the likely choice to succeed Powell. The Fed’s independence would come into question, as Hassett supports President Trump’s approach to cutting interest rates at the Fed.
The markets are discounting a 95% chance of another -25 bp rate cut at the next FOMC meeting on December 9-10.
Q3 corporate earnings season is drawing to a close as 475 of the 500 S&P companies have released results. According to Bloomberg Intelligence, 83% of reporting S&P 500 companies exceeded forecasts, on course for the best quarter since 2021. Q3 earnings rose +14.6%, more than doubling expectations of +7.2% y/y.
Overseas stock markets settled mixed on Friday. The Euro Stoxx 50 rose to a 3-week high and closed up +0.10%. China’s Shanghai Composite closed up +0.70%. Japan’s Nikkei Stock 225 closed down -1.05%.
Interest Rates
March 10-year T-notes (ZNH6) on Friday closed down -6.5 ticks. The 10-year T-note yield rose +4.1 bp to 4.139%. Mar T-note futures fell to a 2-week low on Friday, and the 10-year T-note yield rose to a 2-week high of 4.143%. Friday's strength in stocks curbed safe-haven demand for T-notes. Also, rising inflation expectations are bearish for T-notes after the 10-year breakeven inflation rate rose to a 2-week high of 2.284% on Friday. In addition, T-notes were weighed down by negative carryover from a fall in Japanese 10-year JGB bond prices to an 18-year low today, amid prospects for a BOJ rate hike later this month.
Losses in T-notes are limited today due to favorable inflation news after the Sep core PCE price index rose as expected, and the University of Michigan US December inflation expectations eased to an 11-month low.
European government bond yields are moving higher today. The 10-year German bund yield matched an 8-month high of 2.801% and finished up by +2.8 bp to 2.798%. The 10-year UK gilt yield rose by +4.2 bp to 4.476%.
Eurozone Q3 GDP was revised up slightly to +0.3% q/q and +1.4% y/y from the previously reported +0.2% q/q and +1.4% y/y.
German Oct factory orders rose +1.5% m/m, stronger than expectations of +0.3% m/m.
Swaps are discounting a 1% chance for a -25 bp rate cut by the ECB at its next policy meeting on December 18.
US Stock Movers
Strength in chip makers on Friday was a bullish factor for the overall market. Micron Technology (MU) closed up more than +4% and GlobalFoundries (GFS) closed up more than +3%. Also, Intel (INTC) and Broadcom (AVGO) closed up more than +2%. In addition, Microchip Technology (MCHP), Texas Instruments (TXN), NXP Semiconductors NV (NXPI), Analog Devices (ADI), and Lam Research (LRCX) closed up more than +1%.
Cryptocurrency-exposed stocks retreated on Friday after Bitcoin (^BTCUSD) fell more than -3%. Galaxy Digital Holdings (GLXY) closed down more than -7% and MARA Holdings (MARA) closed down more than -5%. Also, Riot Platforms (RIOT) closed down more than -4% and Strategy (MSTR) closed down more than -3% to lead losers in the Nasdaq 100. In addition, Coinbase Global (COIN) closed down more than -1%.
Rubrick (RBRK) closed up more than +21% after reporting Q3 total revenue of $350.2 million, well above the consensus of $320.5 million, and raising its 2026 revenue forecast to $1.28 billion from a previous forecast of $1.23 billion-$1.24 billion, stronger than the consensus of $1.23 billion.
Ulta Beauty (ULTA) closed up more than +12% to lead gainers in the S&P 500 after reporting Q3 net sales of $2.86 billion, stronger than the consensus of $2.71 billion, and raising its full-year net sales forecast to $12.3 billion from a previous forecast of $12.0 billion to $12.1 billion.
ServiceTitan (TTAN) closed up more than +9% after reporting a Q3 loss of -42 cents per share, smaller than the consensus of -45 cents.
Warner Bros Discovery (WBD) closed up more than +6% to lead gainers in the Nasdaq 100 after being acquired by Netflix for about $72 billion or $27.75 a share.
Salesforce (CRM) closed up more than +5% to lead gainers in the Dow Jones Industrials, adding to Thursday’s +3% gain after raising its 2026 adjusted EPS forecast.
Cooper Cos (COO) closed up more than +5% after reporting Q4 adjusted EPS of $1.15, better than the consensus of $1.11, and forecasting 2026 adjusted EPS of $4.45-$4.60, stronger than the consensus of $4.39.
Albemarle (ALB) closed up more than +5% after UBS upgraded the stock to buy from neutral with a price target of $185.
Humana (HUM) closed up more than +1% after Jeffries upgraded the stock to buy from hold with a price target of $313.
Parsons Corp (PSN) closed down more than -21% after the US Federal Aviation Administration and the Department of Transportation awarded the new air traffic control system contract to rival Peraton.
SentinelOne (S) closed down more than -15% after forecasting a Q4 adjusted operating margin of 5%, weaker than the consensus of 7.11%.
DocuSign (DOCU) closed down more than -8% after forecasting Q4 revenue of $825 million to $829 million, the midpoint below the consensus $827.4 million.
Oklo Inc (OKLO) closed down more than -7% after entering into an equity distribution agreement with nine financial institutions to sell up to $1.5 billion of its Class A common stock through an “at the market” equity offering program.
SoFi Technologies (SOFI) closed down more than -6% after offering 54.5 million shares of its common stock at $27.50 a share, below Thursday’s closing price of $29.60.
Netflix (NFLX) closed down more than -2% after agreeing to buy Warner Bros Discovery for $72 billion.
Earnings Reports(12/8/2025)
Barnes & Noble Education Inc (BNED), Compass Minerals International (CMP), Mama's Creations Inc (MAMA), Oil-Dri Corp of America (ODC), Ooma Inc (OOMA), Phreesia Inc (PHR), Rezolve AI PLC (RZLV), Toll Brothers Inc (TOL). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 05.12.25 23:08:27 |
Hewlett Packard Enterprise Company (HPE): A Bull Case Theory |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | We came across a bullish thesis on Hewlett Packard Enterprise Company on CopyCat Invest’s Substack. In this article, we will summarize the bulls’ thesis on HPE. Hewlett Packard Enterprise Company's share was trading at $22.90 as of December 4th. HPE’s trailing and forward P/E were 26.19 and 9.43 respectively according to Yahoo Finance.10 Best Cybersecurity Stocks to Buy Under $50
Hewlett Packard Enterprise Company provides solutions that allow customers to capture, analyze, and act upon data seamlessly. HPE reported a solid fourth-quarter performance, with revenues rising 14% year-over-year to $9.68 billion, slightly below estimates of $9.9 billion, while EPS surpassed expectations at $0.62 versus $0.58, driven by stronger margins. Gross margin expanded significantly to 36.4% from 30.9%, and operating margin improved to 12.2% from 11.1%, reflecting disciplined cost management and operational efficiency.
Free cash flow was robust at $1.92 billion, comfortably above the $1.5 billion anticipated. Segment-wise, HPE’s Server business declined 4.8% to $4.46 billion, with operating margins moderating to 9.8% from 11.6%, while Networking generated $2.8 billion with a 23% operating margin, slightly below prior year. The Hybrid Cloud segment faced a 12.1% decline to $1.4 billion with 5% operating margins, reflecting ongoing investment and restructuring, whereas Financial Services remained resilient, contributing $889 million with a notable 11.5% operating margin, up from 9.2%.
Looking ahead, HPE provided first-quarter guidance of $9–9.4 billion in revenues and EPS of $0.57–0.61, slightly below consensus for revenue but above for EPS, reaffirming its full-year FY26 guidance with EPS now expected to rise modestly to $2.25–2.45, compared with prior guidance of $2.20–2.40.
The results underscore HPE’s disciplined execution across its portfolio, with margin expansion and strong cash flow providing financial flexibility. While some segments face near-term headwinds, the company’s balanced mix of enterprise infrastructure, hybrid cloud solutions, and financial services positions it well to navigate demand fluctuations, deliver shareholder value, and support ongoing strategic investments. Overall, HPE’s performance and outlook highlight operational resilience and a compelling risk/reward profile for investors.
Previously we covered a bullish thesis on Dell Technologies Inc. (DELL) by Magnus Ofstad in March 2025, which highlighted the company’s strong AI-driven server and storage growth, solid fiscal 2025 performance, and robust cash flow. The company's stock price has appreciated approximately by 51.96% since our coverage. The thesis still stands as DELL remains well-positioned in AI and cloud infrastructure. CopyCat Invest shares a similar perspective but emphasizes HPE’s margin expansion and balanced portfolio execution.
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Hewlett Packard Enterprise Company is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 60 hedge fund portfolios held HPE at the end of the second quarter which was 45 in the previous quarter. While we acknowledge the risk and potential of HPE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than HPE and that has 10,000% upside potential, check out our report about this cheapest AI stock.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy NOW
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| 05.12.25 23:00:00 |
Is This AI Software Stock About to Have Its Nvidia Moment? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Key Points
Palantir's growing influence in the AI software market suggests that it has the potential to become the Nvidia of this sector. The company's customer base is growing rapidly, and that's not surprising because it is considered to be the leading AI software platform by third parties. There are concerns about Palantir's valuation, but its growth potential for the next five years suggest that it could still deliver more upside.10 stocks we like better than Palantir Technologies ›
Nvidia(NASDAQ: NVDA) is a pioneer in the field of artificial intelligence (AI). That's not surprising, as the proliferation of this technology wouldn't have been possible without its chip systems and coding architecture, which have allowed developers to train and develop large language models (LLMs) and build inference applications.
What's worth noting is that Nvidia has become the go-to player in the AI chip market. It maintains a dominant position in this segment even after three years, controlling an estimated 85% to 90% of this market. That's quite impressive considering that several companies have tried to eat into Nvidia's share of this market in the past three years, but they haven't been as successful.
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There are several reasons this has been the case. Nvidia exercises terrific control over the AI chip supply chain; its CUDA programming platform has been the go-to platform for developers because of its fast processing, efficiency, and familiarity in the developer community; and major hyperscalers and AI companies rely on its chips to process enormous AI workloads in data centers thanks to the technological advantage it has enjoyed over its rivals.
Palantir Technologies(NASDAQ: PLTR) seems to be adopting a similar playbook in the generative AI software market. Let's examine the reasons this company is likely to experience its Nvidia moment soon.
Image source: Getty Images.
Palantir is gradually becoming the go-to provider of AI software
Just as Nvidia has been the ideal provider of hardware chips for anyone looking to train and run AI models and applications, Palantir is gradually establishing a similar position in the AI software market. That's evident from the rapid uptake of the company's Artificial Intelligence Platform (AIP), which was launched by the company in April 2023.
Palantir has seen a significant jump in its customer base and contract sizes since launching this platform. For instance, Palantir's overall customer count increased by 34% year over year in the third quarter of 2023, just after the launch of AIP. The company signed $830 million worth of contracts in that quarter and inked 12 deals worth $10 million or more.
All these metrics have jumped impressively thanks to AIP adoption. Palantir's total customer base was up by 45% last quarter, and it signed 53 deals that were worth $10 million or more. What's more, Palantir inked $2.8 billion worth of new contracts in Q3, up by a whopping 151% from the year-ago period. These numbers make it clear that Palantir's AIP has gained terrific traction. It won't be wrong to say that it seems poised to become the Nvidia of AI software.
That's because just like Nvidia's AI chips have been technologically better than rivals, helping customers train and deploy AI models at lower costs when compared to competing chips, Palantir's AIP seems to be the best offering in the AI software platforms industry. The company has been regularly ranked as the No. 1 provider of AI and machine learning (ML) software solutions in recent years.
This explains why it is now attracting customers at a stronger pace following the release of AIP. Additionally, customers who deploy AIP are extending the use of this platform across their operations due to the productivity gains they are witnessing. As a result, it won't be surprising to see Palantir becoming a more influential player in the fast-growing AI software market.
Why Palantir can become the Nvidia of AI software
The AI software platform market is expected to generate just over $18 billion in revenue in 2025, according to a third-party estimate. Palantir is expecting $4.4 billion in revenue this year, which would be a 53% increase over last year. The important thing to note here is that Palantir's estimated 2025 revenue suggests that it could corner just over 24% of the AI software platform market this year, based on the $18 billion market size mentioned above.
Moreover, the company's revenue and contract value are growing at a much faster pace than the 39% annual growth that the AI software platform market is projected to clock. As such, there is a good chance of Palantir cornering a much bigger slice of the AI software platform market in the long run. After all, its peers such as BigBear.ai and C3.aihaven't been able to gain enough traction in this market, leaving a lot of room for Palantir to become a bigger player in this niche.
Assuming Palantir can increase its share of AI software platforms to even 50% after five years, its annual revenue could land close to $50 billion as the overall market is expected to hit $94 billion in annual revenue in 2030. Such impressive growth should ideally allow Palantir to justify its expensive valuation, setting this AI stock up for more gains in the long run as it is likely to replicate Nvidia's dominance in AI software.
Should you invest $1,000 in Palantir Technologies right now?
Before you buy stock in Palantir Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Palantir Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $556,658!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,124,157!*
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*Stock Advisor returns as of December 1, 2025
Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia and Palantir Technologies. The Motley Fool recommends C3.ai. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 05.12.25 23:00:00 |
Here's Why I'm Loading Up on Taiwan Semiconductor Manufacturing Company and Never Selling |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Key Points
Tech companies design the chips needed for their products, but most rely on TSMC to manufacture them. TSMC's high-performance computing segment has overtaken smartphones as its largest revenue source. TSMC will be a natural beneficiary of artificial intelligence (AI) infrastructure buildouts, but its business isn't reliant on it.10 stocks we like better than Taiwan Semiconductor Manufacturing ›
Semiconductors (chips) are the unsung heroes of the tech world, powering everything from smartphones to computers to TVs to car infotainment systems, and much more. Most of the time, these semiconductors are smaller than a grain of rice, yet they are to many electronics what a brain is to the human body.
When it comes to bringing chips to life, no company does it better than Taiwan Semiconductor Manufacturing(NYSE: TSM) (also known as TSMC). Top companies will design the chips they need for specific products, but most rely on TSMC to manufacture them into high-performing hardware. The tech world's reliance on TSMC is why I continue to load up on the stock with no intention of selling.
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Image source: TSMC.
Good luck catching up
There are several other big-name semiconductor companies, but none compare to TSMC in terms of precision, consistency, scale, and yield (the percentage of chips that work as intended). That's why it has long been the go-to for some of the world's top tech companies, like Apple, Nvidia, Tesla, AMD, Qualcomm, and dozens of others.
Since semiconductor manufacturing requires so much state-of-the-art equipment, capital, and specialized engineering expertise, the barrier to entry -- or to catch up to TSMC's manufacturing power -- is huge. It would take billions and many years to get to where TSMC is now, and by the time a company does, it's safe to assume TSMC would have been progressing accordingly, keeping it ahead of the pack.
Riding the AI wave all the way to the bank
For a while, smartphone chips accounted for most of TSMC's sales. Now, with artificial intelligence (AI) advancements, its high-performance computing (HPC) segment -- which includes advanced AI chips -- is the bulk of its sales. In the third quarter, HPC accounted for 57% of TSMC's $33.1 billion in revenue.
TSM Revenue (Quarterly) data by YCharts
Although TSMC manufactures the bulk of semiconductors for today's electronics, it manufactures virtually all advanced AI chips used in today's data centers (an important piece in training, deploying, and scaling AI). With spending on AI infrastructure set to explode in the coming years, TSMC will be a natural beneficiary as money flows to the chip designers, and then to TSMC.
TSMC is in a good position, because if AI advances as many people expect and companies continue to pour money into the infrastructure, its business will keep growing with demand. However, if companies spending on AI infrastructure begin to think they were overly ambitious with their spending plans and cut back, TSMC still remains the go-to for electronics that aren't AI-related.
Its long-term business will benefit from AI, but it is far from depending on it. That's why I feel comfortable holding onto the stock for the long haul.
Should you invest $1,000 in Taiwan Semiconductor Manufacturing right now?
Before you buy stock in Taiwan Semiconductor Manufacturing, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Taiwan Semiconductor Manufacturing wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $556,658!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,124,157!*
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*Stock Advisor returns as of December 1, 2025
Stefon Walters has positions in Apple and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Nvidia, Qualcomm, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 05.12.25 22:24:42 |
Google Must Limit Default Contracts to One Year, Judge Rules |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Photographer: Benjamin Fanjoy/Bloomberg
(Bloomberg) -- Alphabet Inc.’s Google must renegotiate any contract to make its search engine or artificial intelligence app the default for smartphones and other devices every year, a federal judge ruled.
Judge Amit Mehta in Washington sided with the US Justice Department on the one year limitation in his final ruling on what changes the search giant must make in the wake of a landmark ruling that the company illegally monopolized online search. The yearly renegotiation will give rivals — particularly those in the burgeoning generative AI field — a chance to compete for key placements.
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The final judgment will still allow Google to offer its products to Apple Inc. for use in its popular iPhone and pay other electronics makers like Samsung Electronics Co. for default placement. But the judge said those contracts must be renegotiated annually.
Mehta noted in his ruling that both Google and the US government said they could work with the one-year limitation on default contracts. As such, “the court holds that a hard-and-fast termination requirement after one year would best carry out the purpose of the injunctive relief.”
Google and the Justice Department didn’t immediately respond to requests for comment.
Following a 10-week trial, Mehta found in August 2024 that Google illegally monopolized online search and search advertising markets. He then held a second trial in the spring of 2025 to consider the Justice Department’s request that Google be forced to sell off its popular web browser, Chrome.
Mehta rejected that request, ruling instead in September 2025 that Google must share some of the data underpinning its search results with rivals. Friday’s decision expands on that ruling, outlining the specific circumstances in which the company must share its data and with whom.
In the September decision, Mehta ruled that Google could no longer pay companies to exclusively use its Search, Chrome web browser or Google Play Store, though he declined to bar all payments outright. That ruling incorporated aspects of proposals from Google and the Justice Department, requiring him to issue a second one defining some of the decision’s technical terms.
Google has said it plans to appeal Mehta’s initial ruling that its contracts, which require companies like Apple and Samsung to make its search engine the default on browsers and phones, violate US antitrust law. The Justice Department could also seek to appeal Mehta’s remedy decision.
Story Continues
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| 05.12.25 22:14:05 |
4 Ways To Thrive Financially in the Age of AI |
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**Apple Inc** | From shopping to applying for jobs to getting advice, artificial intelligence is transforming the way people live. No matter if you see it as a positive or negative, it’s here to stay. AI presents several golden opportunities for Americans to improve their financial futures. Here are four ways AI can give you an edge.
Check Out: The ChatGPT Grocery Shopping Hack That Saves Retirees $100 or More per Month
Read Next: 6 Safe Accounts Proven To Grow Your Money Up To 13x Faster
Adapt To AI at Work
Around the globe, more and more people are worrying that AI will affect their employment. Doug McMillon, the CEO of Walmart, agrees in part and believes AI will reshape every job he can think of. While he does admit Walmart will use more AI chatbots in areas like supply chain tracking and customer service, this doesn’t mean it will replace every employee.
McMillon believes workers who adapt to AI tools will be more productive and valuable to employers. Early reports indicate that companies that have replaced employees with AI have experienced problems, with frequent mistakes and inconsistencies from the tech. Learning how to pair AI with soft skills like communication and critical thinking can make you an asset to any company.
Find Out: I’m a Self-Made Millionaire: 6 Ways I Use ChatGPT To Make a Lot of Money
Use It for Budgeting and Saving
When it comes to budgeting, AI tools can handle many tedious tasks, such as filling in and categorizing your transactions. The AI can then provide insights showing where your money is going and how you can make better use of what you have. You can even enter your financial goals, such as building up an emergency fund or getting out of credit card debt, and AI can find the best strategy for you and keep you on track to reach them.
Advance Your Investing Knowledge
Financially successful people and experts alike agree that making wise investment decisions is the key to unlocking lasting wealth. In the past, you’d need time, patience and good instincts to think a few steps ahead of the market. Using AI can simplify the process and produce quick insights to aid in your decision-making. Advanced AI algorithms can quickly analyze data sets to forecast how markets will react to news and events in real time. It can also improve your portfolio management and automate trades.
One specific type of AI you can use to improve your investing strategy is robo-advisors. These ask you questions to understand your long-term goals, risk tolerance and timeline to aid your decision-making. While robo-advisors charge fees, unlike popular free AI chatbots, they can offer much better advice and cost much less than hiring a professional financial advisor.
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Improve Your Financial Education
While convenient, blindly following an AI chatbot’s financial advice can lead to poor decisions and losses. However, using it to learn about concepts and develop your financial literacy can help you make better choices over time. Using AI chatbots to suggest resources to further your understanding, break down complex topics and provide answers on why you should take certain steps will guide you toward smarter strategies.
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This article originally appeared on GOBankingRates.com: 4 Ways To Thrive Financially in the Age of AI
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| 05.12.25 22:06:20 |
NIKE, Inc. (NKE): A Bear Case Theory |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | We came across a bearish thesis on NIKE, Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on NKE. NIKE, Inc.'s share was trading at $65.39 as of December 1st. NKE’s trailing and forward P/E were 33.53 and 40.32, respectively according to Yahoo Finance.10 World-Class Shoe Stocks to Buy Now
Pixabay/Public Domain
Nike’s Q1 FY2026 results underscore a company in transition, struggling to find footing amid mounting competitive and operational pressures. While total revenue rose a modest 1% year-over-year to $11.7 billion, the composition of growth revealed deeper issues—North American revenue declined 3%, and Nike Direct sales fell 4%, undermining years of effort to build a high-margin D2C model. Instead, wholesale sales grew 7%, signaling a tactical reversal as Nike leans on retail partners to offset direct-channel weakness. This shift, though necessary in the short term, highlights the strain on Nike’s once-vaunted brand power and consumer connection.
Gross margin deterioration was the most alarming signal, plunging 320 basis points to 42.2% due to elevated product costs, unfavorable currency effects, and widespread discounting to clear excess inventory. The erosion of pricing power underscores the weakening of Nike’s brand premium—a critical concern for a company long defined by its aspirational positioning. Management’s “Win Now” initiative, intended to reignite core categories such as running and basketball, remains in early stages, with little evidence yet of meaningful financial impact.
Regionally, softness in Greater China and continued weakness in North America offset moderate growth in EMEA and APLA. The company’s reluctance to issue guidance reflects uncertainty about the near-term outlook, as inventory challenges, macro headwinds, and rising competition from brands like Hoka and On weigh on visibility. Though Nike’s global scale, supply chain strength, and distribution network remain significant advantages, the quarter revealed a brand in search of renewed identity and strategic clarity. For now, sentiment skews bearish as the company’s transition from stagnation to sustainable growth remains incomplete.
Previously, we covered a bullish thesis on NIKE, Inc. (NKE) by Any_Chocolate6194 in May 2025, which highlighted the company’s brand dominance, leadership renewal, and long-term recovery potential. The company’s stock price has appreciated by approximately 5.33% since our coverage. This is because the recovery thesis has yet to fully play out. Uncle Stock Notes shares a contrarian but emphasizes near-term execution and D2C challenges.
Story Continues
NIKE, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 81 hedge fund portfolios held NKE at the end of the second quarter which was 81 in the previous quarter. While we acknowledge the risk and potential of NKE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NKE and that has 10,000% upside potential, check out our report about this cheapest AI stock.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy NOW
Disclosure: None.
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| 05.12.25 22:05:00 |
Do These 3 Healthcare Stocks Need a Checkup? |
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**Apple Inc** | Key Points
Pfizer has a sizable 6.8% yield and is down nearly 60% from its 2021 highs. Bristol Myers Squibb has a 5% yield and is off its 2023 highs by nearly 40%. Merck has a 3.3% yield and, even after a swift rally, remains 20% below its 2024 highs.10 stocks we like better than Merck ›
The pharmaceutical industry is highly competitive, and currently, the leading company in the sector is likely Eli Lilly(NYSE: LLY). That's driven by the fact that Eli Lilly makes the weight loss drugs Zepbound and Mounjaro, which together account for over 50% of the company's revenue. That's an interesting statistic because it highlights both the risk and opportunity that exists in the drug sector.
If you own or are considering buying pharma laggards Pfizer(NYSE: PFE), Bristol Myers Squibb(NYSE: BMY), and Merck(NYSE: MRK), here's a checkup on their businesses, and some reasons why you might want to buy them.
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Beyond the curve in pharma
To get the bad news out of the way right up front, Pfizer, Bristol Myers Squibb, and Merck have all missed out on the early success of a new class of weight loss drugs known as GLP-1 drugs. Wall Street tends to favor innovators and first movers, so these three drug giants, despite long and successful histories, are deeply unloved right now.
Image source: Getty Images.
Making matters worse, each of these companies is also facing the expiration of patents for important drugs in the next few years. Because of the time and expense of bringing new drugs to market, drugmakers are granted a period in which they can sell a drug exclusively. This can result in substantial profits. When the exclusive period ends, known as a patent cliff, revenue and earnings from the drug can fall sharply.
Overall, Pfizer, Bristol Myers Squibb, and Merck appear to be missing out on an important new drug development, and they are likely to face revenue and earnings headwinds in the coming years. No wonder investors are downbeat on these pharmaceutical giants.
To put some numbers on that, Pfizer is down nearly 60% from its 2021 highs. Bristol Myers Squibb is down nearly 40% from its 2023 highs. And Merck is still 20% below its 2024 highs even after a recent stock rally.
Don't count Pfizer, Bristol Myers Squibb, and Merck out
The interesting thing here is that patent cliffs are a normal occurrence in the drug space, so this is an issue that these historically successful companies are accustomed to dealing with. And the complexities of drug development are normal, too. Nothing that Pfizer, Bristol Myers Squibb, and Merck are currently facing is shocking. In fact, it is just business as usual for a drug company. Investors, however, tend to favor new and exciting developments, so they are focused on Eli Lilly and the hot drugs of the day, which are weight-loss medications.
There's a warning here, however. Eli Lilly is currently leading the market, but Novo Nordisk(NYSE: NVO) was actually the first to market with Wegovy and Ozempic. That highlights the important fact that being an industry leader in the pharma sector can be a temporary event. It also highlights the fact that a new drug can quickly become a significant profit center. That said, Pfizer recently agreed to buy Metsera to bolster its drug pipeline thanks to Metsera's promising weight-loss drugs.
But Pfizer, Bristol Myers Squibb, and Merck are all working on new drugs to offset the hit from their respective patent cliffs. If history is any guide, they'll all survive and thrive over the long term, eventually developing or buying drugs that turn into blockbusters. If you think in decades and not days, you'll probably favor Pfizer, Bristol Myers Squibb, and Merck over a hot stock like Eli Lilly, which increasingly appears to be priced for perfection. But there are some important risks to consider, particularly if you are a dividend lover.
Pfizer's 6.8% yield is highly attractive, but it comes with a 100% dividend payout ratio. That makes it the highest-risk option. Bristol Myers Squibb has a 5% yield, which comes with a roughly 80% payout ratio. That's not unreasonable, but the payout ratio is still high enough that more conservative types may want to steer clear. Merck's 3.3% dividend yield looks the most secure, given its payout ratio of 40% or so.
Pfizer, Bristol Myers Squibb, and Merck are survivors
Pfizer, Bristol Myers Squibb, and Merck have proven track records in the pharmaceutical sector, and it is highly likely that they will all weather their current headwinds. They are currently behind the pack, but Novo Nordisk being surpassed by Eli Lilly proves that leading the pack can be a fleeting pleasure.
While Pfizer, Bristol Myers Squibb, and Merck each have their own little nuances to consider, they are each worth a deep dive despite their current industry positions. Just go in recognizing the risk on the dividend front if you are looking at Pfizer and even Bristol Myers Squibb. For conservative dividend investors, Merck is probably the best bet despite its more modest yield.
Should you invest $1,000 in Merck right now?
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Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bristol Myers Squibb, Merck, and Pfizer. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 05.12.25 22:03:08 |
Apple Inc. (AAPL): A Bull Case Theory |
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**Apple Inc** | We came across a bullish thesis on Apple Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on AAPL. Apple Inc.'s share was trading at $283.10 as of December 1st. AAPL’s trailing and forward P/E were 37.95 and 34.13 respectively according to Yahoo Finance.Jim Cramer Discusses Apple (AAPL)'s "Super Mission" Against Its Critics
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Apple delivered a strong fiscal third quarter, posting revenue of $102.5 billion, up 7.9% year over year and 9% sequentially, surpassing expectations. EPS rose to $1.85, up 3.9% versus estimates, as gross margin expanded to 47.2% and operating margin reached 31.6%. Net income was $27.5 billion, with free cash flow at a record $29.7 billion and a 25.8% margin. Services remained the key growth driver, generating an all-time high of $28.8 billion in revenue, up 15% year over year, with recurring strength in App Store, advertising, cloud, and payments.
Apple Pay expanded to nearly 90 markets with double-digit user growth, reinforcing the company’s shift toward high-margin, predictable cash flows. iPhone revenue climbed 6% to $49 billion, led by strong demand for the iPhone 17 lineup and record upgrader activity across India, Latin America, and the Middle East, though supply constraints limited availability in China. Mac revenue rose 13% to $8.7 billion, fueled by new M5-powered devices, while iPad sales were flat at $7 billion. Wearables and Accessories were stable at $9 billion, as Watch Ultra 3 and AirPods Pro 3 drove engagement despite market saturation.
Apple maintained a robust balance sheet with $132 billion in cash, $99 billion in debt, and $34 billion net cash, returning $24 billion to shareholders through buybacks and dividends. Capital spending increased to support AI infrastructure and Private Cloud Compute expansion. Looking ahead, management guided for 10–12% revenue growth in the December quarter, double-digit iPhone gains, and sustained mid-teens Services growth, positioning Apple for a record holiday season and durable FY26 momentum.
Previously we covered a bullish thesis on Apple Inc. (AAPL) by Kontra in October 2024, highlighting its sticky ecosystem, margin expansion from Services, and robust shareholder returns. The stock has appreciated about 20.46% since our coverage as these drivers materialized. The thesis remains valid given Apple’s durable growth. Sergey shares a similar view but focuses on financial strength and AI-driven expansion.
Apple Inc. is on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 156 hedge fund portfolios held AAPL at the end of the second quarter which was 159 in the previous quarter. While we acknowledge the risk and potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AAPL and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Story Continues
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy NOW
Disclosure: None.
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| 05.12.25 22:01:45 |
Taiwan Semiconductor Manufacturing (TSM): A Bull Case Theory |
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**Apple Inc** | We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor Manufacturing Company Limited's share was trading at $287.68 as of December 1st. TSM’s trailing and forward P/E were 29.81 and 23.92 respectively according to Yahoo Finance.
Photo by JESHOOTS.COM on Unsplash
TSMC has mastered the art of turning conservative guidance into a strategic advantage, consistently sandbagging expectations and then exceeding them to reinforce market trust while concealing its true dominance. Sub-7nm chip production is effectively monopolized, with major customers like Apple and Nvidia pre-committing years of capacity at steep premiums, giving TSMC unparalleled pricing power. This controlled scarcity ensures margins remain protected even as the company expands geographically, such as the Arizona fabs, where high construction costs create the illusion of margin dilution.
Yet quarterly results consistently beat guidance, with Q3 2025 gross margins reaching 59.5%, underscoring that even cautious management forecasts cannot hide the company’s strength. AI-driven demand has transformed traditional semiconductor cycles into predictable, high-commitment streams, as customers pre-pay for exponential compute growth, reinforcing TSMC’s leverage and enabling sustained price increases per wafer. Advanced packaging constraints, including CoWoS bottlenecks, further amplify scarcity, encouraging long-term customer commitments and deeper dependence.
The company’s strategic approach generates multiple upside scenarios: base-case revenue growth of 15–16% with mid-50s margins, a bull case with AI demand breaking all models and revenue growth above 20%, or even a bear case where margin dilution occurs but the company still maintains high profitability and growth. Across all scenarios, TSMC’s dominance remains intact, highlighting the “Chang Doctrine”: true strength allows a company to guide conservatively, deliberately undersell resilience, and quietly control the market.
While the stock is still priced like a cyclical player, TSMC operates as a monopoly infrastructure provider, creating a unique investment narrative where upside remains largely unrecognized. This combination of pricing power, customer lock-ins, and strategic scarcity positions TSMC as the defining semiconductor monopoly of its era.
Previously we covered a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) by Stock Whisperer in May 2025, which highlighted strong technical momentum, attractive valuation, and leadership in AI-driven chip manufacturing. The stock has appreciated approximately 49.84% since our coverage as the thesis played out amid growing demand. Nikhs shares a similar perspective but emphasizes TSMC’s deliberate underestimation of guidance and strategic scarcity to reinforce market dominance.
Story Continues
Taiwan Semiconductor Manufacturing Company Limited is on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 187 hedge fund portfolios held TSM at the end of the second quarter which was 187 in the previous quarter. While we acknowledge the risk and potential of TSM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSM and that has 10,000% upside potential, check out our report about this cheapest AI stock.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy NOW
Disclosure: None.
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| 05.12.25 22:01:45 |
Taiwan Semiconductor Manufacturing (TSM): A Bull Case Theory |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor Manufacturing Company Limited's share was trading at $287.68 as of December 1st. TSM’s trailing and forward P/E were 29.81 and 23.92 respectively according to Yahoo Finance.
Photo by JESHOOTS.COM on Unsplash
TSMC has mastered the art of turning conservative guidance into a strategic advantage, consistently sandbagging expectations and then exceeding them to reinforce market trust while concealing its true dominance. Sub-7nm chip production is effectively monopolized, with major customers like Apple and Nvidia pre-committing years of capacity at steep premiums, giving TSMC unparalleled pricing power. This controlled scarcity ensures margins remain protected even as the company expands geographically, such as the Arizona fabs, where high construction costs create the illusion of margin dilution.
Yet quarterly results consistently beat guidance, with Q3 2025 gross margins reaching 59.5%, underscoring that even cautious management forecasts cannot hide the company’s strength. AI-driven demand has transformed traditional semiconductor cycles into predictable, high-commitment streams, as customers pre-pay for exponential compute growth, reinforcing TSMC’s leverage and enabling sustained price increases per wafer. Advanced packaging constraints, including CoWoS bottlenecks, further amplify scarcity, encouraging long-term customer commitments and deeper dependence.
The company’s strategic approach generates multiple upside scenarios: base-case revenue growth of 15–16% with mid-50s margins, a bull case with AI demand breaking all models and revenue growth above 20%, or even a bear case where margin dilution occurs but the company still maintains high profitability and growth. Across all scenarios, TSMC’s dominance remains intact, highlighting the “Chang Doctrine”: true strength allows a company to guide conservatively, deliberately undersell resilience, and quietly control the market.
While the stock is still priced like a cyclical player, TSMC operates as a monopoly infrastructure provider, creating a unique investment narrative where upside remains largely unrecognized. This combination of pricing power, customer lock-ins, and strategic scarcity positions TSMC as the defining semiconductor monopoly of its era.
Previously we covered a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) by Stock Whisperer in May 2025, which highlighted strong technical momentum, attractive valuation, and leadership in AI-driven chip manufacturing. The stock has appreciated approximately 49.84% since our coverage as the thesis played out amid growing demand. Nikhs shares a similar perspective but emphasizes TSMC’s deliberate underestimation of guidance and strategic scarcity to reinforce market dominance.
Story Continues
Taiwan Semiconductor Manufacturing Company Limited is on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 187 hedge fund portfolios held TSM at the end of the second quarter which was 187 in the previous quarter. While we acknowledge the risk and potential of TSM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSM and that has 10,000% upside potential, check out our report about this cheapest AI stock.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy NOW
Disclosure: None.
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| 05.12.25 22:01:05 |
Yelp Inc. (YELP): A Bull Case Theory |
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**Apple Inc** | We came across a bullish thesis on Yelp Inc. on Valueinvestorsclub.com by surf1680. In this article, we will summarize the bulls’ thesis on YELP. Yelp Inc.'s share was trading at $28.62 as of December 1st. YELP’s trailing P/E was 12.91 according to Yahoo Finance.5 Best Side Hustles From Home
WAYHOME studio/Shutterstock.com
Yelp, Inc. is currently trading at deeply discounted multiples, creating a compelling investment opportunity as near-term concerns appear fully priced in. The company’s 300 million+ human-written reviews of small businesses represent one of the most valuable data assets connected to the “main street” economy, particularly in the AI/LLM era, yet the stock trades at just 4x EBITDA, 13x trailing earnings, and 1.4x sales.
Yelp’s user base remains engaged, with younger demographics contributing meaningfully, and the platform maintains strong brand recognition and trust among both consumers and businesses. Its integration into Apple’s ecosystem underscores strategic optionality, including the potential for a premium acquisition by Apple, which could rapidly expand the platform’s reach.
Yelp’s financial profile is attractive, with rising EBITDA margins and declining EV/EBITDA ratios, highlighting undervaluation relative to peers. The company also benefits from recession-resistant components, as small businesses can dynamically allocate promotional spending on Yelp to sustain demand.
Share repurchases have aggressively reduced the outstanding share count, though this has yet to be fully reflected in stock performance, while employees continue to be compensated heavily with options. Additionally, Yelp ranks in the top decile of the Magic Formula, demonstrating strong ROIC and EV/EBITDA metrics relative to the broader market.
Fragmented ownership, underperformance, and a founder-led structure present a fertile environment for activist intervention or strategic transactions. A sale to Apple at a meaningful premium could unlock substantial value, delivering immediate returns for shareholders while positioning Yelp’s vast data set as a core asset for AI-driven monetization. Overall, Yelp represents a rare combination of undervalued tangible and intangible assets, resilient revenue streams, and strategic optionality, offering a highly asymmetric risk/reward profile for investors.
Previously we covered a bullish thesis on Angi Inc. (ANGI) by Michael in March 2025, which highlighted the company’s post-spin-off turnaround, strong insider alignment under Joey Levin, and path to profitability. The company's stock price has appreciated approximately by 646.49% since our coverage. The thesis still stands as ANGI continues executing its growth strategy. surf1680 shares a similar perspective but emphasizes Yelp’s undervalued data assets, user engagement, and strategic optionality, highlighting a different path to asymmetric upside in tech-enabled services.
Story Continues
Yelp Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 25 hedge fund portfolios held YELP at the end of the second quarter which was 26 in the previous quarter. While we acknowledge the risk and potential of YELP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than YELP and that has 10,000% upside potential, check out our report about this cheapest AI stock.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy NOW
Disclosure: None.
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| 05.12.25 21:53:00 |
Investors Look Ahead to Rate Cuts, Lifting Stocks Near Records |
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**Apple Inc** | Stocks finished the week near records, lifted by investors’ expectations that the Federal Reserve will cut interest rates next week. Many investors are betting that falling rates and tax cuts will reinvigorate a sluggish economy and overcome persistent concerns over a weakening labor market and tariff policy uncertainty. Interest-rate sensitive stocks, such as those of airlines, truckers and small-cap companies, gained ground.
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| 05.12.25 21:53:00 |
Investors Look Ahead to Rate Cuts, Lifting Stocks Near Records |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Stocks finished the week near records, lifted by investors’ expectations that the Federal Reserve will cut interest rates next week. Many investors are betting that falling rates and tax cuts will reinvigorate a sluggish economy and overcome persistent concerns over a weakening labor market and tariff policy uncertainty. Interest-rate sensitive stocks, such as those of airlines, truckers and small-cap companies, gained ground.
Continue Reading |
| 05.12.25 21:50:00 |
The Netflix and Warner Bros. Deal Is Far From a Sure Thing |
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**Apple Inc** | Netflix and Warner Bros. Discovery have reached a deal—but getting it approved won’t be so easy. Netflix on Friday announced that it has agreed to buy Warner Bros. studios and HBO Max once the company completes the previously planned spinoff of its global cable network operations. The transaction is subject to regulatory approval.
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| 05.12.25 21:47:26 |
MRNA Makes Bullish Cross Above Critical Moving Average |
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**Apple Inc** | In trading on Thursday, shares of Moderna Inc (Symbol: MRNA) crossed above their 200 day moving average of $191.54, changing hands as high as $194.94 per share. Moderna Inc shares are currently trading up about 3.9% on the day. The chart below shows the one year performance of MRNA shares, versus its 200 day moving average:
Looking at the chart above, MRNA's low point in its 52 week range is $115.61 per share, with $497.49 as the 52 week high point — that compares with a last trade of $193.99. The MRNA DMA information above was sourced from TechnicalAnalysisChannel.com
Click here to find out which 9 other stocks recently crossed above their 200 day moving average »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 05.12.25 21:33:00 |
SpaceX Might Be Worth $800 Billion—and This Stock Is Soaring |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Elon Musk’s SpaceX is seeking an $800 billion valuation, making it the most valuable privately held company on Earth—and sending shares of EchoStar soaring. Citing people familiar with the matter, The Wall Street Journal reported that the space technology company is initiating a secondary offering that would value it at that amount. The Journal also said there is no certainty that the price will be that high.
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| 05.12.25 21:33:00 |
SpaceX Might Be Worth $800 Billion—and This Stock Is Soaring |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Elon Musk’s SpaceX is seeking an $800 billion valuation, making it the most valuable privately held company on Earth—and sending shares of EchoStar soaring. Citing people familiar with the matter, The Wall Street Journal reported that the space technology company is initiating a secondary offering that would value it at that amount. The Journal also said there is no certainty that the price will be that high.
Continue Reading |
| 05.12.25 21:31:12 |
Bernie Sanders Says Likes Of Jeff Bezos And Elon Musk Now Own More Wealth Than 50% Of Americans Combined, Wonders If Thats What People Are Angry About |
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**Apple Inc** | Sen. Bernie Sanders (I-Vt.) has renewed his criticism of extreme wealth concentration, arguing that the fortunes of three tech billionaires now eclipsing the bottom half of American households reflect a fundamentally broken economic system.
Tech Billionaires' Fortunes Surpass Bottom 50% Of US Households
On Wednesday, Sanders shared a graphic on X comparing the combined wealth of Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk, Amazon.com, Inc. (NASDAQ:AMZN) founder Jeff Bezos and Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg with that of the bottom 50% of U.S. households.
The chart, citing Forbes and Realtime Inequality data, shows that the bottom half of Americans holds about $85.4 billion in total wealth, far less than the estimated $478.6 billion for Musk, $245.9 billion for Bezos, and $221.1 billion for Zuckerberg.
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Sanders Calls Wealth Gap Evidence Of A ‘Rigged Economy‘
"While millions of families struggle to put food on the table Elon Musk, Jeff Bezos & Mark Zuckerberg own more wealth than the bottom HALF of Americans," Sanders wrote.
"That's what oligarchy is about. That's what a rigged economy is about." He added, "Is it any wonder that people in this country are angry?"
The chart visually highlights the gap, with each billionaire's wealth surpassing the collective holdings of roughly 165 million Americans.
While millions of families struggle to put food on the table Elon Musk, Jeff Bezos & Mark Zuckerberg own more wealth than the bottom HALF of Americans.
That's what oligarchy is about. That's what a rigged economy is about.
Is it any wonder that people in this country are angry? pic.twitter.com/U6WAHKEkYl
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Billionaires Gain, Millions Face Poverty Amid Economic Strains
Last month, America's wealth divide widened as the 10 richest billionaires added $698 billion in a year, while the bottom half of households held just 1% of the stock market value.
Over 40% of Americans faced poverty or low income, with racial and gender wealth gaps persisting.
Treasury Secretary Scott Bessent offered a more cautious outlook, blaming the Federal Reserve's policies for recessionary pressures in parts of the economy.
He said the Trump administration had cut spending and improved the deficit-to-GDP ratio, arguing that inflation should ease and the Fed should consider lowering interest rates.
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Bessent added that high mortgage costs created "distributional" issues and that reducing rates could end the housing recession.
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Photo Courtesy: Sheila Fitzgerald on Shutterstock.com
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This article Bernie Sanders Says Likes Of Jeff Bezos And Elon Musk Now Own More Wealth Than 50% Of Americans Combined, Wonders If Thats What People Are Angry About originally appeared on Benzinga.com
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